WJWM
WU icon

Williams Jones Wealth Management’s Western Union WU Stock Holding History

Williams Jones Wealth Management’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,059
Closed -$199K – 597
2022
Q2 		$199K Buy
+12,059
New +$213K ﹤0.01% 526

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williams Jones Wealth Management's WU Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of Western Union (WU) in Q3 2022, closing a stake of 12,059 shares — an estimated $199K sold.

Williams Jones Wealth Management first reported a position in WU in Q2 2022 and held it in 1 quarter. The position peaked at $199K in Q2 2022. 515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

  • Williams Jones Wealth Management reported no remaining Western Union position as of Q3 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 12,059 Western Union shares in Q3 2022, an estimated $199K.
  • Williams Jones Wealth Management first reported a position in Western Union in Q2 2022 and held it in 1 quarter.
  • Williams Jones Wealth Management's Western Union position peaked at $199K in Q2 2022.
  • 515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.